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Apogee ERP

A full ERP system designed by Vision/R4.
Questions about Apogee ERP? Call (800) 827-1151 and talk to a software expert now.

The apogee enterprise solution is a truly integrated cross-industry world class ma-nagement software. Designed with a modular concept, each application software fulfills a specialized role in the support of the client’s mission. Organized into families of products, it addresses the requirements of financial management and accounting, project accounting and control, distribution logistics, manufacturing, business intelligence, document management and, the base of it all, the smartvision tool kit. The result is a strong, stable, innovative and easy to use corporate software environment that will support the entire spectrum of an organization’s business processes. Cultivating innovative technologies on a solid foundation of business experience, we deliver a solution that is scaleable and that will assure a constant evolution of your business practices.

The entire library of Apogee has been created with one mission in mind: to help clients achieve their objectives through the effective use of information technology. It is just not enough to process information efficiently. To stay competitive, such information should be used strategically.

Our suite of applications comprises core modules for customer service logistics, manufacturing and financial management operations, as well as optional modules designed to support individual specialized needs. Our prime focus during the design of our software consists on understanding how you do things, as opposed to what you do. This business process understanding creates a most flexible software suite that will enable your organization to overcome those obstacles and challenges needed to be resolved in order to rapidly attain your corporate objectives.

We recognize that no two businesses are alike. So we help our customers develop business solutions that meet the unique requirements of their operations. We look at business opportunities one client at the time.

Financial Management and Accounting

It’s a given: to compete successfully, organizations like yours need to spend time carefully analyzing financial information. The other side of the coin? Where do you find time when much of the staff is devoted to processing and tracking down data from different sources and relentlessly trying to reconcile those ledgers? The Apogee integrated financial management and accounting family of products can solve much of these issues. The application uses all the power of sub-ledger accounting coupled to a much flexible relational entity hierarchy concept that allows reporting to any level of your organizational and operational flow chart. Integrating the optional encumbrance accounting and budget control, you can proactively manage your overall accounting and financial planning and reporting within the same environment. Truly multi-currency compatible, these modules help you deal with the intricacies of international accounting and foreign currency management. The natural integration to your office automation creates a unique and homogeneous working environment for the users.

Project Management and Control

You are a service enterprise that is project driven, and need to find a way to promptly collect the data required to compile the cost of all resources assigned to those projects. The management of actual cost versus budgeted by sub-projects, activities and external resources is much time consuming. You need to further integrate work-in process and turn it into cost plus, milestone or prorated billing. You feel those best of breed software have forgotten all about this sector of the economy.

Designed exactly to improve the efficiency of the service enterprises, the apogee project management and control uses solid costing techniques and combine matrix accounting functions that tracks all human and material resources assigned to a project, external activities sub-contracted and those often forgotten expense accounts. The project billing assures a timely issuance of invoices following various billing techniques, in the format required by the client. The natural integration to your office automation creates a unique and homogeneous working environment for the users.

Distribution Logistics

For many companies, the distribution logistics is the area that represents the most potential for improvement in the enterprise resource planning integration. The powerful features of Apogee‘s distribution logistics guide you to capitalize on the opportunity by addressing a wide range of product management issues, and enabling your organi-zation to best deal with such daily concerns and challenges:

  • What products need stocking
  • Should you order-fill from existing stock
  • When should you buy
  • How much should you buy
  • How to determine total cost of inventory ownership
  • How to manage best my distribution facilities and shipping processes
  • Where do the sales come from
  • How much profit on this line of product

To control your margins and transactions in this highly competitive world, our distribution logistics help track inventory turnover, and increase the customer service level. The integrated cost accounting and inventory management can be performed on a broad variety of methods, including serialized, lot control and weighted average, as well as a most comprehensive product kiting. The natural integration to your office automation creates a unique and homogeneous environment for the users.

Manufacturing

How do I keep production on schedule? Is it in line with the forecast? How can I coordinate all the data that is so vital to the manufacturing process? What is the real cost of my production? What should the selling price really be? Could I do a better job at anticipating costs and judging lead-time? So many questions that remain unanswered.

The Apogee manufacturing family helps address these challenges, combining make-to-stock, make-to-order and engineered-to-order requirements in one complete solution. This manufacturing management software is equally beneficial for an mrpii or job shop operation, combining the ease to manage both manufacturing philosophies under one application. Whether your production is driven by forecast, a master schedule, client orders or just-in-time, you will have a much easier job of better controlling the production activities. If you do custom manufacturing, you will have access to effective controls that will greatly enhance the production of engineered-to-order products. The integrated quality management and preventive maintenance applications will give your manufacturing environment that edge to beat your competition. The natural integration to your office automation creates a unique and homogeneous working environment for the users.

Accounts Payable

The Accounts Payable can stand-alone or be integrated with the General Ledger, Procurement and Fixed Assets Management modules. It is fully featured, yet simple to operate and control. Manage your cash flow with a complete cash requirement analysis and automatic disbursement procedure regardless of which currency is selected by your vendor. Take advantage of a full vendor performance analysis, which includes many user-defined preferences, historical data on line and our unique drill down. Integrate your fixed assets repair and maintenance schedule and produce your tax form directly from the same data. Truly multi-currency compatible, you can monitor the effect of the exchange fluctuation and disburse accordingly.

Features

  • Multiple AP control accounts, multiple sub-ledger by control accounts.
  • Open item system with transaction details.
  • Multiple currency at the transaction record level and at the sub-ledger level.
  • Multiple buy-from and paid-to vendor hierarchy.
  • Multiple year period with date sensitive reporting.
  • Open-ended payment terms, companies, divisions and banks per company.
  • Recurring vouchers (debit or credit) automatic computation.
  • Expense distributions and non-A/P disbursements.
  • Automatic and manual check disbursement routine with simulation capabilities.
  • Outstanding check reconciliation (integrated with the Bank Reconciliation module).
  • Cash requirements reporting.
  • Vendor performance analysis.
  • Integrated to the Fixed Asset Management (repair and maintenance of asset).
  • Millennium “turn of the century” management.
  • User controlled transaction details storage duration and historical suppression process.
  • Extensive memoing function to any records or fields.
  • Integrated audit trailability on all static and dynamic data (creation - change - deletion).

Accounts Receivable

Accounts Receivable is designed to suit a wide variety of businesses. Its advanced features represent the state of the art in software technology, and provide on-line transaction processing with full audibility. With AR, you can monitor customer and sales performance, improve collections, and reduce write-offs. You can easily monitor the effect of multiple currencies fluctuation within each transaction and deal with your client in their currencies. Spend more time managing and analyzing information, and less time processing and tracking down data. Powerful, flexible, and friendly, this module is the key to managing your receivables.

Features

  • Multiple AR control accounts, multiple sub-ledger by control accounts.
  • Balance forward or open item method, by customer account.
  • Multiple currencies at the transaction record level and at the sub-ledger level.
  • Multiple bill-to, ship-to, and paid-by addressees.
  • Multiple year/period with date sensitive reporting.
  • User defined payment terms with staggered discount capabilities.
  • Multiple discount days in AR Payment Terms Maintenance.
  • User defined ship-Via Maintenance.
  • Open-ended payment terms, companies, divisions, cash and control accounts.
  • Customer receivable performance analysis.
  • Consolidated credit checking.
  • Cash receipt for non AR related transactions.
  • Customer driven statement frequency.
  • Collection memo capabilities with reporting by collector.
  • User-defined Dunning letters to activate your collection activities.
  • Administrative charges computation using either soft posting or hard posting technique.
  • Integrated sales commissions calculation can be payable upon cash receipt or as revenue is recognized.
  • Outstanding deposit reconciliation (integrated with the Bank Reconciliation module).
  • Integrated to the Fixed Asset management (retire asset).
  • Millennium “turn of the century” management.
  • User controlled transaction details storage duration and historical suppression process.
  • Extensive memoing functions to any record or field.
  • Integrated audit trailability on all static and dynamic data (creation - change - deletion).

Bank Reconciliation

The reconciliation of multiple bank accounts in multiple currencies with monthly changing cut-off dates can be time consuming. Tracking those outstanding deposits and disbursements, bank charges and transfers are achieved seamlessly and completely integrated to the General Ledger, Accounts Receivable, Accounts Payable and Payroll modules. The reporting parameters are date sensitive and assure that your bank position will always be synchronized to your ledgers.

Features

  • Reconcile your multiple bank account easily.
  • Integrated to Accounts Payable outstanding checks entry and reconciliation function.
  • Integrated to Accounts Receivable outstanding deposits entry and reconciliation function.
  • Integrated to Payroll outstanding checks entry and reconciliation.
  • Bank charges entry and reporting.
  • Year/period or date sensitive for a full cut-off to the banks’ always changing dates.
  • Simulate your bank reconciliation easily.
  • Multiple years and periods.
  • Multiple currency compliant.
  • Millennium “turn of the century” management.
  • User controlled transaction details storage and historical suppression process.
  • Extensive memoing function to any record and field.
  • Integrated audit trailability on all static and dynamic data (creation - change - deletion).

Bill of Materials

This module works with Inventory Management to fully specify the manufacturing process for finished goods and components, using three integrated modules: Bill of Materials, Standard Product Routing, and Standard Product Costing. Use the standard product costing methodology for traditional burden allocation to the manufacturing process, or select our unique Activity Based Costing (ABC), which is based on the definition of the bill of activities. The Multi-Level Cost Rollup provides you with frozen, simulated, actual and standard costs, thus enabling you to continuously analyze the cost structure of your products. This analysis can be time-phased using the rollup’s effectivity dates. Managerial effectiveness can be improved by centrally documenting the bill of materials, thus enhancing communication. The same integrated module is used by engineering to make changes, by manufacturing to produce according to specifications, by purchasing to order raw materials and parts, and by cost accounting to establish standard costs.

Features

  • Traditional and Activity Based Costing.
  • Open-ended multi-level bill of materials.
  • Multiple open ended bill types: Engineering, Standard, and Planning, with multiple activity dates.
  • Global component supersession.
  • Item supersession history tracking.
  • Definition of material and labor burden, manufacturing gate, operations, work centers, and machines.
  • Multi-level cost rollups, lead-time rollups, backflush and multiple gate backflush.
  • Multi-dimensional planning BOM with expected percentages of features and options.
  • Bills of activity for accumulating costs.
  • Cost types with password protection.
  • Alternate bill of materials and routing.
  • Routing definition for phantom parts.
  • Labor burden calculated for frozen, current, and simulated costs.
  • Product configurator, with features and options, and exclusion (constraints) maintenance.
  • Negative bills, to allow for disassembly and by-products.
  • Millennium “turn of the century” management.
  • User controlled transaction details storage duration and historical suppression process.
  • Extensive memoing function to any record or field.
  • Integrated audit trailability on all static and dynamic data (creation - change - deletion).

EDI

Integrated business-to-business commerce needs to manage effectively massive transactions for each business partner, exactly like your business partner wants. Transmit purchase orders, picking/packing slips and invoices electronically to your customers and suppliers easily. Convert invoices from your suppliers into Accounts Payable vouchers, and purchase orders into quotations or sales orders without having to rekey them. The Electronic Data Interchange (EDI) module provides these capabilities and more. Using the standard X12 protocol, the EDI module is a user definable tool to map those often changing standards without the need for outside technical assistance. Whether you need to best manage volume of transactions from any client or want to simply reduce the paper flow and errors in your sales and purchasing cycle, this application will return many times the benefit of its acquisition.

Features

General

  • Supports ANSI X.12 standards.
  • Does not require the use of a third-party translator.
  • Multi-company and Multi-division support.

Trading Partner Setup

  • Unlimited number of trading partners.
  • Generating and receiving options for EDI data is maintained by trading partner. Options for a particular transaction set are also controlled by trading partner.
  • Control numbers are maintained by trading partner/transaction set combination.

Transaction Set Mapping

  • Support for all versions and industry subsets of the ANSI X.12 standard is provided. Default transaction set mappings for all versions supported are also provided.
  • Segment mapping can be done for all trading partners, or for a specific trading partner.
  • You can define which database fields are to be used when generating EDI transaction sets, and can specify the field to use when assigning elements from incoming transaction sets.
  • Qualifiers entered are validated against the EDI qualifier dictionary.
  • An open-ended translation facility exists to convert data from incoming or outgoing transaction sets. This allows you to specify the “correct” EDI abbreviation for things such as unit of measure and currency codes.
  • Segment information can be generated or processed for specific countries only.
  • Formulas are used to specify the values to be placed in generated transaction sets, as well as allowing you to manipulate incoming EDI data before assigning it to a database field.
  • Utilities are provided to copy system transaction set mappings to trading partners, and to copy a trading partner’s transaction set mappings to other trading partners.

Supported EDI Transactions

  • Purchase order (850) and PO change (860).
  • Purchase order acknowledgement (855).
  • Picking/packing slip (advanced shipping notice) (856).
  • Invoice (810).
  • Text meassage (864).
  • EDI transaction acknowledgement (997).
  • Order acknowledgement (832)

Fixed Assets

This module handles both tangible and intangible assets, and efficiently control the functions of fixed asset acquisition, fixed asset retirement, and depreciation calculations for all types of businesses. The control of intangible assets such as prepaid expenses and other deposits becomes an integrated component of your short-term asset management. It automates fixed asset schedules, prints supporting documents for business property statements, posts to the General Ledger, and calculates the segmentation of depreciation expenses between various entities (department, work center, etc.), thus giving you better control over your time and assets. Cumulate your tax depreciations within the same ledger, control your capital cost allowance, your repair and maintenance expenditures, and you have gained much control over this tangible part of your organization.

Features

  • Supports declining, double-declining, linear, accelerated and modified accelerated cost recovery method, sum of the years digit method, etc.
  • Supports year of acquisition, year of disposal accounting convention.
  • Compute your monthly or prorated (days per month) posting of the depreciation expense.
  • Automatic calculation of depreciation, with flexible separate methods for book and taxes.
  • Automatic output of depreciation scheduled to a spreadsheet format.
  • A powerful reporting system, to prepare tax schedules and statutory documentation, property statement report, insurance coverage report, etc.
  • Provisions designed to prevent duplicate posting, with full audit trails for added security.
  • Flexible reporting facilities, to efficiently and effectively locate and redeploy infrastructural resources.
  • Assets are identified to a physical site, building, floor, suite, workcenter, etc.
  • Automatic posting, to the relevant General Ledger accounts, of all depreciation expenses which reflect multiple entity use.
  • Integrated to the Accounts Payable and Procurement for asset acquisition and repairs and maintenance management reporting.
  • Integrated to the Accounts Receivable for asset retiring and corresponding entries.
  • Book depreciation can be multiple of years or months, auto conversion from a declining method to a linear method at a user specified amount.
  • Millennium “turn of the century” management.
  • User controlled transaction details storage duration and historical suppression process.
  • Extensive memoing function to any record or field.
  • Integrated audit trailability on all static and dynamic data (creation - change - deletion).

General Ledger and Budgeting

The General Ledger is the heart of the Financial Management and Accounting Series. Designed by experts in corporate finance, this module is fully GAAP compliant. By separating the chart of accounts from financial statement design, you can avoid duplicate account code numbers while creating financial statements for any combination of companies, divisions, product lines, or other entities, as of any accounting period in any available fiscal year. The data segmented between “amounts”, “budget”, “quantity” for any available exercise can be compared and presented in the most creative format. Enable the fund accounting ledger for a more structured reporting of your budget credit consumption functions. The financial statement-formatting tool extends the utmost functionality in the preparation of intricate statements (e.g. change in financial position) and forms an integral component of your environment. Manage your multiple currencies, EURO conversion, budgets and corporations with a single entry, or incorporate our unique analytical reporting capabilities within your financial statements. With a powerful and elegant combination of on-line transaction processing and strong internal control over the accounting flow, this module constitutes a financial management and reporting base for a broad range of industries.

Features

  • The incorporation of a “relation entity“ hierarchy concept - a powerful feature which allows even the most complicated structures to be broken down into simple reporting entities.
  • Pseudo entities which consolidate different entities that do not follow pattern-matching regulations. This is especially helpful in
  • Entity activity/inactivity status.
  • The ability to maintain an extended list of valid entities which can use a particular GL account.
  • The chart of account structure is component based, totalling 5 segments and 35 characters (company - entity - GL account - job/project ID - currency).
  • Posting to any period for the last, current, or next fiscal year.
  • Multiple year-period with date sensitive reports.
  • Flexible accounting periods (12-13).
  • Amounts and non-financial quantities integrating analytical reporting capabilities.
  • Calculation of the periodical (daily, weekly, monthly) average balance of account(s), and corresponding reports.
  • Automatic on the fly calculation of opening balances for the next period and year.
  • Recurring, reversing, and automatic allocation distributions. Intra/inter-entities and GL accounts.
  • A financial statement generator which allows users to produce flexible statements according to their needs. Left and right margin headings are available, in addition to the usual heading format, 15 columns prints including comparative to budget, previous year’s actual, statistical quantities which fully supports mathematical formulas.
  • Fund management with Liquidity Entity for corporate treasury control completed with inter-fund entry.
  • Multiple budget revision with valid budget selection at the report printing function.
  • Fixed and variable budgeting capabilities. Variable budgeting defines estimated or actual budget models based on hours, dollars, or quantities. A work file is used to simulate the budget for the account, based on automatically calculated fixed and variable portions. Manual overrides are permitted. Once approved, the work file can be transferred to the budget file.
  • Flexible period closing feature.
  • User-controlled transaction details storage duration.
  • Truly multi-currency capabilities. The GL stores each transaction in its original currency, the relevant conversion rate used and its equivalent in the home currency. Re-actualize your impact of conversion rates on the fly.
  • Reporting of earned and unearned profit or loss on foreign exchange.
  • WIP (Work In Progress) allows automatic GL updates from work order information (manufacturing and distribution modules).
  • Extensive memoing function to any records or fields.
  • Management reports can be selected by year/period or date sensitive.
  • Ability to interface to the most popular spreadsheets.
  • Millennium ”turn of the century“ management.
  • User controlled transaction details storage duration and historical suppression process.
  • Integrated audit trailability on all static and dynamic data (creation - change - deletion).

Hot Line Help Desk

Servicing clients goes beyond order capture and prompt delivery. In today’s world, if you buy or make it and sell it, you need to service it. Collecting client calls, logging its nature, finding a solution fast and assuring their follow up can contribute to your clientele’s honesty, increasing your clients’ retention. Whether you have a warranty or support program available, you need to assure that those interventions not covered by such be promptly invoiced, and that your knowledge base is available for mass defect correction. The Hot Line Help Desk expands the physical boundaries of your organization, it provides comfort and prompt service in the after sales cycle; it creates goodwill.

Features

  • Maintain specific support related master file containing information regarding each customers.
    • Multiple site capability (throughout the system as well).
    • Business information for sales inquiries (type, number of employees, etc.).
    • Name of all contact persons for accounting, support, and industry specific data.
    • Department and project manager for the account.
    • Specific minimum/maximum billing rate, and support hours (business, 24 hrs, etc).
    • Active/inactive/hold status and minimum priority per site/account.
  • Maintain a secondary master file containing all the information pertaining to a specific site or customer.
  • Print your own customer profile forms and send them to your customers so that they can “fill in the blanks“ and help you keep your files up to date.
  • Maintain an on-line system for all available updates.
  • Multi-company, multi-division type of support plan structure.
  • Enter all the service call requests on an hour per hour or day per day basis with configurable time units (5/15/60/?? minutes, or 1/2-1 day minimum charges).
  • Each service call can be assigned a specific priority level, expertise code and estimated time to help the dispatcher assign the calls to specific individuals. The employee can even figure out which call to solve next based on his/her own expertise, the expertise required to fix the problem and the priority of the calls, through a specific inquiry.
  • Differentiate between the real ”open“ calls and those suspended for missing information or waiting for a customer with the ”Follow-up“ call status.
    • Supported goods original manufacturer, model, serial number.
    • Environmental data, relationship between components.
    • Other supported goods, commodities information.
    • Description of the external service contracts to each supported component.
  • Maintain a service master file to hold all the information related to the available services per site or customer, date of effectivity, covered and non-covered elements, etc.
  • Maintain a service plan master file per customer, site, product. Easily handle the quoting, invoicing, renewal process with specific management reports and data entry programs. These service plans may entitle a customer to a fixed annual rate for support, or per call rate.
  • Manage the adjustments to prepaid support through a prepaid transaction entry program (when not related to a service call).
  • Take care of the sales taxes applicable only on specific types of services.
  • Includes routine to transfer vital information from one database to another when the system is run as a stand-alone (Foreign country offices <-> Main office data transfers).
  • Millennium ”turn of the century“ management.
  • User controlled transaction details storage duration and historical suppression process.
  • Extensive memoing function to any record or field.
  • Integrated audit trailability on all static and dynamic data (creation - change - deletion).

Human Resources

This totally integrated and flexible module will allow any human resources department to maintain and process relevant information of your company’s employees and resources. As with all modules written to VISION standards, the Human Resources software system can be easily adapted to your company’s specific requirements. Using the multiple tables and user definable segments, the employment history, academic achievements, performance reviews and employees’ preferences form an integrated part of your environment. When combined with the Payroll package, Human Resources provides a complete personnel management solution.

Features

  • Can be used as a stand-alone product, of fully integrated with the Payroll module.
  • Allows to set up tables for job codes, job groups (programmers, engineers, etc.), salary ranges, absentee codes, events (bonuses, employee of the month awards, etc.), employee status (full time, part time, etc.), ethnicity, citizenship, skills constraints, evaluation codes, dependents, and levels of education.
  • Allows to maintain employee records on job/salary history, absenteeism, skills, events (i.e., accomplishments), dependents, telephone numbers where the employee or dependent may be reached, injuries, educational backgrounds, and places of residence.
  • Allows to make entries to extra fields in Employee Maintenance, for Human Resources Management purposes. These fields include: ethnic code, status code, union code, disability flag, veteran status and military ranking, citizenship, health information (including emergency contact), address, date of last and next physical, blood type, and spoken and written languages.
  • Allows to access features of the Human Resources Management module directly from Employee Maintenance (Payroll integration).
  • Provides user-defined employee-related tables. These allow you to track specific information about your company and employees.
  • Millennium “turn of the century” management.
  • User controlled transaction details storage duration and historical suppression process.
  • Extensive memoing function to any record or field.
  • Integrated audit trailability on all static and dynamic data (creation - change - deletion).

Inventory Management

At the heart of the Wholesale Distribution and Manufacturing systems is the Inventory Management module. As a stand-alone package, or integrated with the entire line of the Financial, Distribution, and Manufacturing systems, Inventory Management uses the power and flexibility available through the entire relation of your data schema. The management of multiple warehouses, multiple locations, logical warehouses (quality, reception, consignment, return, etc.) and multiple units of measures are now simplified for rapid order fulfillment and advanced product performance monitoring. With Inventory Management, you can increase inventory turns, identify overstocked and slow-moving items (“dogs“), and automatically compute safety stock, reorder points, and line points. This reduces your carrying costs and improves customer service levels, while you stay in control of this most predominant asset.

Features

  • Multi-company, multi-warehouse (physical - logical - consignment - etc.), multi-bin.
  • Automated replenishment technique that can generate purchase requisitions.
  • Distribution management, supply path definition, usage forecasting, and available to promise and to sell inventory.
  • Enhanced logical kitting functions with features, options and constraints selection.
  • Sales, margin, and inventory turnover analysis reports.
  • Lot traceability, with expiry dates, and lot aging to handle perishable goods.
  • Integrate your receipt warehouse, quality inspection, consignment or return warehouses.
  • In transit inventory management.
  • LIFO, FIFO, weighted average, standard, lot-based, and serialized inventory costing methods, defined at the item level.
  • Table-driven unit of measure definition and sub-units, with conversion, for stock keeping UOM, item-vendor UOM (in procurement module) and item-client UOM (in order processing and invoicing module).
  • Item supersession maintenance and history.
  • Material Burden Maintenance displays frozen, current, and simulated percentages, by effective dates, to be used by the Bill of Materials cost rollup functions (manufacturing integration).
  • Multiple selling units of measure per client, per currency (Order Processing and Invoicing integration).
  • 10 standard price levels, by multiple selling UOM and by foreign currency, completed by a special date-sensitive pricing that also consists of 10 levels.
  • Electronic Data Interchange and bar coding integration.
  • Count sheets can be generated by block count or by cycle count.
  • Stock transfers and adjustments.
  • Integrated audit trailability on serial numbered or lot controlled inventory from purchase to ship.
  • Millennium ”turn of the century“ management.
  • User controlled transaction details storage duration and historical suppression process.
  • Extensive memoing function to any records or fields.
  • Integrated audit trailability on all static and dynamic data (creation - change - deletion).

Job Shop Planning and Control

Job Shop allows you to handle a broad range of custom manufacturing activities, from a true engineer-to-order, one-time-only job—with on the fly definition of materials, structures, and methods—to jobs which use standard components and sub-assemblies, but which are still driven by customer orders. Complete your job cost against the original estimate and monitor the gross contribution while the job is being done.

Features

  • Automatic cycle to generate work orders, customer quotations, sales orders, and invoices from the costed job.
  • Critical path scheduling, job component shortage report.
  • Graphical Time Line Inquiry for pre-approved work orders and approved jobs.
  • Multi-level Bill of Material structures.
  • Cost rollups with suggested selling prices based on margin objectives by material, labor burden, and minimum charge.
  • Estimates and quotations (integrated to Order Processing and Invoicing).
  • Variance processing.
  • WIP accounting and job billing.
  • Complete integration to all of the Manufacturing modules.
  • Millennium “turn of the century” management.
  • User controlled transaction details storage duration and historical suppression process.
  • Extensive memoing function to any record or field.
  • Integrated audit trailability on all static and dynamic data (creation - change - deletion).

Order Processing and Invoicing

We recognize the fact that order processing is a mission-critical activity in any wholesale distribution business. We have engineered into this module many features which provide the flexibility and responsiveness that distributors know are the keys to their success. By tracking customer orders from their creation through to shipment and invoicing, Order Processing allows you to run your business more efficiently, monitor commercial and product trends, and increase customer satisfaction. Integrated return merchandise authorization and process, on-line conversion of the client item number and unit of order, and many other important features, will help create a client oriented order desk.

Features

  • Flexible order processing flow, including a simple over-the-counter billing system and complete order allocation with post-billing methodology, which is designed to efficiently handle same-day shipments, as well as future deliveries.
  • Automatic pricing, including up to 10 standard price lists (by item, by sales UOM, by currency) and promotional pricing with effective dates.
  • Flexible stock allocation and reservation system. Ability to print picking tickets with bar codes in background as orders are being entered. Available-to-Promise and Available-to-Sell Inquiries.
  • Order lines include automatic item super-session and display of outstanding purchase order data.
  • Order line surcharges or discounts, by product group, for families of order types and customer types, or for individual customers.
  • Drop shipments and non-stock item processing.
  • Enhanced gross margin control.
  • Multi-level credit checking, with automatic hold function integrated through the Accounts Receivable module.
  • Contract pricing with effective dates (by customer, by item, by item type, by pricing group, etc.).
  • Volume price discounting.
  • Full commission accounting.
  • Multi-company, multi-division, multi-currency, multi-warehouse.
  • Automatic back order control.
  • Shipping module contains functions that handle: shipping control creation and modification, ship-via selection, packing updates, shipment release, UPS and generic manifest preparation, and outstanding shipment reports.
  • Stocked kit processing, with the ability to customize by defining features, options, and exclusions all managed by its product configurator.
  • Quotation processing with lost and realized business analysis.
  • RMA (Returned Merchandise Authorization) processing.
  • Commercial design and routing, such as Order Confirmations, Picking Slips, Packing Slips/Bills of lading with bar code labels, Shipping Manifests, Invoices, and Customer Quotations, integrated to our Document Management Application.
  • Millennium “turn of the century” management.
  • User controlled transaction details storage duration and historical suppression process.
  • Extensive memoing function to any record or field.
  • Integrated audit trailability on all static and dynamic data (creation - change - deletion).
  • Ability to print bar code labels on invoices

Payroll

The Payroll module handles the complexities of producing a payroll run in a simple, straightforward manner. The actual computations, record keeping, payment and reporting are managed quickly and accurately. Multiple pay methods for hourly, salary, and piece incentive may be processed simultaneously. The unique approach of user defined payroll transactions type and the flexibility of creating payroll calculation formula “on the fly” assure your organization with the evolutivity required to account, manage and report on complex payroll regulations. The ability to choose between direct deposits, cheques and multiple bank accounts deposits will assure your employees with the flexibility to better manage their recurring payments.

Features

  • Multi-company, payroll type and frequency, payroll cycle and federal/state or provincial tax authorities.
  • Automated process flow assures the required internal controls and process sequencing.
  • User definable earning codes, deductions and benefits codes with a flexible formula driver for particular localization issues, tailored down to the employee level.
  • Batch mode process for mass updates to the deduction tables.
  • Automated generation of fixed transactions and uses of special purpose transaction posting functions for variable transactions by category: hourly, bonus, commission, gratuities, vacation, sick days, and termination.
  • New employees default mapper for rapid creation of new employees.
  • Missed deductions can be processed in the future period if desired.
  • Open ended tables design assures process scalability.
  • Override functions in GL code assignment in any earnings, deductions or benefits table can be handled by employee, group of employees, department, etc.
  • Supports regulatory reports for various tax authorities.
  • Soft yearly cut-over for maximum efficiency.
  • Integrated to GL, HR, Project Accounting, and Manufacturing modules.
  • Pay split function for internal allocation of labor to the various departments
  • EFT supported with capabilities to disburse to various bank accounts for a single payment record (dollar amount or percentage).
  • Multi-period and year available on-line.
  • Monitors sick and vacation pay allotment and accruals.
  • Payroll process simulation allows complete verification of the accuracy.
  • Supports date sensitive multiple pay rates.
  • Cross-referenced system check numbering to the relevant form numbering with complete outstanding checks reconciliation, integration to the Bank Reconciliation module.
  • Millennium “turn of the century” management.
  • User controlled treansaction details storage duration and historical suppression process.
  • Extensive memoing function to any record or field.
  • Integrated audit trailability on all static and dynamic data (creation - change - deletion).

Procurement

Procurement works with Inventory Management, Accounts Payable, and the General Ledger module to provide a complete purchasing system. Receive items with or without purchase orders, reconcile received items with vendor invoices, and create accrued liabilities. Reconcile your receipt into a payable voucher and optionally update inventory cost variances to the General Ledger. Order in the vendor’s unit of measure and currency, with landed cost calculation including multiple vendors disbursements for adequate computation of freight, duty, brokerage or any user defined accessorial charges. This module allows you to order the right stock, expedite the purchasing cycle, and control vendor performance. It helps you to negotiate for better prices, based on the item information available from multiple vendors and locks in those prices in blanket order purchasing. Procurement is flexible and fully featured, with on-line transaction processing and strong controls.

Features

  • Flexible procurement processing flow from purchase requisitioning, through PO, receipt, reconciliation and disbursement (integrated to Accounts Payable).
  • Automatic purchasing recommendations with optional PO requisition generation.
  • Forward aging of schedules receipts to predict cash outlays.
  • Purchase orders can optionally show vendor item numbers, bar code labels on POs, units of measure, currencies, etc.
  • Blanket PO processing with multiple releases, committed quantity and value monitoring.
  • Quick receipt function allows the possibility to receive without a PO.
  • User defined additional costs such as duty codes integrated into the landed cost calculations.
  • Receipt reconciliation between receiver and vendor invoices, following the standard 3 way match, generation of accrued liabilities and variance accounting.
  • Vendor performance analysis, with just-in-time accomplishment..
  • Vendor item number cross reference table, with additional information such as item-vendor’s specific lead time, pricing per vendor units of measure and currency.
  • Commercial forms design and routing such as purchase order with bar code labels, blanket order, receipt confirmation, etc. integrated to our Document Management Application.
  • Millennium “turn of the century” management.
  • User controlled transaction details storage duration and historical suppression process.
  • Extensive memoing function to any record or field.
  • Integrated audit trailability on all static and dynamic data (creation - change - deletion).

Production Activity Control

The Production Activity Control allows you to use traditional manufacturing with the generation of work orders, scheduling shop floor, travelers, and the control of actual labor data and material usage accumulated against work orders (The “Push System”). Or, use Just-In-Time discipline, which provides a work-order less environment (i.e., work orders are placed by KANBAN cards, since most manufacturing systems are based on standard cost accounting). This allows you to perform multi-level backflushing with point-of-use inventory control and aggregate reporting for variance analysis (The “Pull System“).

Features

  • Work order-less JIT processing capabilities.
  • Multi-level backflushing cost accumulation.
  • Final assembly work orders from sales orders.
  • Material, cost variance, and efficiency reporting.
  • On-line component shortage verifications.
  • Picking List/Traveler/Dispatch List.
  • Bar coding enabled for process specific functions.
  • Time sheet processing (integrated to Payroll).
  • Available-to-Promise, Available-to-Sell inquiry.
  • Parallel manufacturing.
  • WIP accounting.
  • Millennium ”turn of the century“ management.
  • User controlled transaction details storage duration and historical suppression process.
  • Extensive memoing function to any records or fields.
  • Integrated audit trailability on all static and dynamic data (creation - change - deletion).

Production Planning (MRP)

A major component of the Manufacturing series, the Production Planning module is a flexible, easy-to-use package driven by closed-loop MRPII technology. Information from Inventory Management, Purchase Orders, Sales Order Processing, Bill of materials, and Production Activity Control is analyzed in conjunction with the master production schedule, to produce a bucketless, time-phased Materials and Capacity Requirements Plan. With Production Planning, you can validate plans by comparing the planned load to available capacity. Alternate schedules can be simulated until the optimal plan is obtained, and then implemented by converting planned orders to firm orders, and then to actual purchase orders and work orders.

Features

  • MRP Forecast Maintenance.
  • Pegged forecast to customer, sales person, territory, and warehouse.
  • Master Production Schedule (MPS), with pegging details.
  • Real-time simulation modes for master production schedules and forecasts.
  • Multiple simulations with automatic conversion to plans.
  • Regenerative and net-change MRP.
  • Planned and firm orders.
  • Real-time electronic action messages can be routed through MAPI compliant E-mail.
  • Capacity reporting.
  • MRP respects bill effectiveness dates.
  • Millennium “turn of the century” management.
  • User controlled transaction details storage duration and historical suppression process.
  • Two-level MPS.
  • Blow-through logic.
  • User-defined forecast backward/forward consumption window.
  • Calendar-driven MRP.
  • Extensive memoing function to any record or field.
  • Integrated audit trailability on all static and dynamic data (creation - change - deletion).

Project Accounting

VISION’s Project Accounting system is designed for use in a wide variety of industries. It fully integrates with Accounts Receivable, Accounts Payable, Project Billing, Payroll and the General Ledger to provide a seamless, totally auditable project driven Cost Accounting system. All costs pertaining to a project are available for analysis. Using solid costing techniques and the flexibility afforded by the matrix accounting approach, Project Accounting is suitable for a wide range of companies. Engineering firms that need to evaluate their projects and tasks, construction companies that use historical information for accurate estimations, and service companies that require the precise cost of their work orders to access their true profit picture – all will benefit from this fully-integrated module.

Features

  • Allows to define project management and costing controls end of period independently from accounting periods.
  • Enables to budget depending on costs or revenues generated by the projects, for each activity, type of activity or project, rolled-up to parent project.
  • Define your structure within projects, parent projects and activities.
  • Allows to enter transactions over many accounting periods at the same time.
  • Follow-up on costs independently from entity structures, which enables many entities (divisions) to enter transactions for a common project.
  • Time sheet entry for each project and activity. These time sheet entries in the Project Accounting can be interfaced with the Payroll module, Microsoft Outlook or other desktop applications.
  • Interface with the Accounts Payable module allowing to automatically record suppliers’ invoice for expenditures related to the project.
  • Allows to record expenditures which do not affect Accounts Payable and which are automatically assumed by the project (donations, employees’ expenses, etc.). Afterward, this expense could be billed to the client.
  • Time sheet adjustment which allows to modify work-in-progress costs without affecting actual costs.
  • Enables to adjust hours worked on a project without affecting employee’s salary. Complete analysis of costs differences for improved dynamic budget revisions.
  • Allows to make projects adjustments, such as: delay invoicing, exclude work-in-progress, transfer transactions from one project to another, adjust amounts and quantities, assign a document number enabling to calculate postponed revenues.
  • Flexible editing options for printing pertinent analytical reports, simplifying management (for a project, a manager, or a project director).
  • Automatic calculation of costs to be shared between divisions following a predefined structure (internal transfer cost).
  • Several methods to establish fees markup: depending on the project, employee, employee’s level, employee’s function, cost method, date, etc.
  • Allows to recalculate actual or simulated work-in-progress when a change in rate, calculation method, invoicing method or any other required modification occurs.
  • Costs report which compares the present and a previous budget, follow-up percentage of accomplishment, costs, units and hour differences, and calculates the cost per unit.
  • Chronological report detailing work-in-progress and corresponding accounts receivable.
  • Chronological report of projects evolution and corresponding accounts receivable.
  • Chronological report of projects evolution and corresponding accounts payable.
  • Other management reports assures an adequate follow-up, such as: project evolution report, summary of projects in progress and completed detailed profitability report, gross to net benefit report, labor efficiency, etc.
  • Follows matrix-accounting standards.
  • Millennium “turn of the century” management.
  • User controlled transaction details storage duration and historical suppression process.
  • Extensive memoing function to any record or field.
  • Integrated audit trailability on all static and dynamic data (creation - change - deletion).

Project Billing

Acting as a complement to Project Accounting, the Project Billing module assures the timely invoicing process of chargeable projects. Using project specific billing methodology, the preparation of the invoicing simulation will collect all work in process, data and translate such into the selected format for validation. Consistent with the GAAP standards, the revenue recognition/deferral function will assure that your billing is in line with the requirements, and create any relevant intra-company expense actualization entries when many entities (departments) were involved in the project process.

Features

  • Hourly or contractual invoicing, with numerous linear or progressive methods available.
  • Allows to invoice internal costs such as use of assets, equipment, photocopies, and billable expenses.
  • Invoicing by predetermined periods (milestone billing) or percentage or realization of work-in-progress (progress billing).
  • Document generator enables to create personalized invoice template, addressing customer specific layout, data grouping, etc.
  • Each project can have its own personalized invoice template.
  • Automatic invoicing routine.
  • Possibility to materialize unearned revenues anytime.
  • Follow-up on unearned revenues for a fast and simple conciliation to the work-in-progress sub-ledger.
  • Allows manual and automatic invoicing, as well as adjustments and credit notes.
  • Fully integrated to the Accounts Receivable module.
  • Millennium “turn of the century” management.
  • User controlled transaction details storage duration and historical suppression process.
  • Extensive memoing function to any record or field.
  • Integrated audit trailability on all static and dynamic data (creation - change - deletion).

Project Scheduling

Currently in development, the Project Scheduling module integrates your project activities and your human resources competencies, and creates a master project plan using an advanced planning and scheduling algorithm. The constant monitoring of the project activities, their required competencies, the timely availability of such qualified resources and estimated cost/time to completion become a routine task. Working in connection with Project Accounting, Project Billing and the Human Resources Management modules, the Project Scheduling integrates, to your MS Project application and to your MS Outlook scheduler, for quick decentralized time capture and schedule monitoring.

Features

  • Details client’s file containing personal information and supplementary notes (preferences).
  • Simulation of the master activity and project plan schedule.
  • Describes up-to-date client’s status and activities to be performed.
  • Validates resources’ skills, constraints and availability in line with the outstanding activities requirement (integration to the Human Resources module).
  • Enables to edit such activities in line with the ones actually performed.
  • Gives the weekly/monthly agenda of activities drill down per client or per day/week/period.
  • Enables to edit the weekly/monthly agenda, when changes are required because of absentism, contingencies, rescheduling, etc.
  • Provides new schedules, new client files, memos and other notes from Headquarters, at a set frequency.
  • Enables employees to directly enter expense accounts related to the activites performed and which is transmitted to Headquarters.
  • Offers all the standard functions of a personal diary, schedule planner.
  • Management reports include activity loading per project, resource, week/month.
  • Scheduled activities report can be confirmed by batch and included in the next pre-billing report (integration to Project Billing).
  • Accomplishment report per activity, project, master schedule, week/month with efficiency ration.
  • Millennium “turn of the century” management.
  • User controlled transaction details storage duration and historical suppression process.
  • Extensive memoing function to any records or fields.
  • Integrated audit trailability on all static and dynamic data (creation - change - deletion).

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